Number of Shares
127,133.00
Current Holdings Value*
$25.36 Mil
% of Portfolio
2.94%
Total Estimate Gain
$3.20 Mil
% of Total Estimate Gain
12.59%

TITLEIST ASSET MANAGEMENT, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, TITLEIST ASSET MANAGEMENT, LLC held 127,133.00 shares of iShares Russell 2000 ETF(IWM), totaling $25.36 Mil. This investment constitutes 2.94% of their stock portfolio, and TITLEIST ASSET MANAGEMENT, LLC now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2023Q1. And since then TITLEIST ASSET MANAGEMENT, LLC has made 6 purchases of IWM, at an average price of $198.23, for a total of 128,152.00 shares. In addition, there have been 2 sales at an average price of $178.71 for 1,019.00 shares. Based on historical transaction data and IWM's current price of $223.55, TITLEIST ASSET MANAGEMENT, LLC's estimated gain on his IWM holdings is $3.20 Mil, reflecting a 12.59% gain to date.

TITLEIST ASSET MANAGEMENT, LLC IWM ($223.55) Holding Chart

TITLEIST ASSET MANAGEMENT, LLC IWM ($223.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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